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Sierra Summit Advisors’s DXP Enterprises DXPE Stock Holding History

Sierra Summit Advisors’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-7,546
Closed -$661K – 191
2025
Q2 		$661K Buy
+7,546
New +$628K 0.12% 132

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sierra Summit Advisors's DXPE Position: Q3 2025 in Review

Sierra Summit Advisors sold out of DXP Enterprises (DXPE) in Q3 2025, closing a stake of 7,546 shares — an estimated $661K sold.

Sierra Summit Advisors first reported a position in DXPE in Q2 2025 and held it in 1 quarter. The position peaked at $661K in Q2 2025. 235 funds tracked by Wall St. Rank hold DXPE as of Q3 2025.

  • Sierra Summit Advisors reported no remaining DXP Enterprises position as of Q3 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 7,546 DXP Enterprises shares in Q3 2025, an estimated $661K.
  • Sierra Summit Advisors first reported a position in DXP Enterprises in Q2 2025 and held it in 1 quarter.
  • Sierra Summit Advisors's DXP Enterprises position peaked at $661K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2025.

Based on Sierra Summit Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.